Projects built from the signed quote
The project's scope, stages, and work orders come straight from the signed quote. Your team starts from exactly what was sold.
Keep every job moving, start to finish.
When a customer signs, the project is ready with its steps, work orders, and team. Each job shows its next step, so your team always knows what to do.
How operations runs on solarOS
Work waits for permits and payments
The install waits until the permit is approved and the deposit is paid. It reaches the schedule only when it's ready.
Parts, crews, and schedules together
Track the materials each job needs and where to pick them up. The dispatch board shows who's free and what's ready.
One list for finished work
Check field reports, reschedule missed visits, invoice finished work, and close completed jobs from one list.
Automatic updates for routine steps
When a stage is finished or a report comes in, solarOS can create the next task, assign it, or notify the right person.
What changes for a project manager
| Before solarOS | With solarOS |
|---|---|
| Rebuild each job from the rep's notes | The project is built from the signed quote |
| Ask around to learn where jobs stand | Each job shows its next step |
| Keep permits in a spreadsheet | Permits are tracked on the job |
| Learn on install day that the deposit never cleared | The install waits until the deposit is paid |
| Chase reports nobody reviewed | One list to review, bill, and close |
Questions contractors ask
Can we change a project after it starts?
Yes. Add, move, or remove steps. solarOS shows what will change before you save.
Do we have to build templates from scratch?
No. Every account starts with working templates, and our team shapes them around your process.
See it on your own jobs
Book a 30-minute demo. We'll run one of your real jobs through solarOS, from the quote to the invoice.